See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,390 | $48,265+176.4% | $68,791+93.9% | $68,494+94.7% |
| Participation rate | 26.4% | 60.7%-34.3pp | 69.0%-42.6pp | 67.9%-41.5pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $956 | $1,829-47.7% | $2,655-64.0% | $2,596-63.2% |
| Participant deferral / active EE | $2,141 | $2,867-25.3% | $3,941-45.7% | $4,027-46.8% |
| Admin fee / account holder | $1,378 | $4,355-68.4% | $4,932-72.1% | $5,403-74.5% |